iShares S&P 500 Value ETF (NYSEARCA:IVE) Shares Acquired by Bryn Mawr Capital Management LLC

Bryn Mawr Capital Management LLC lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE) by 52.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,608 shares of the company’s stock after buying an additional 5,738 shares during the period. Bryn Mawr Capital Management LLC’s holdings in iShares S&P 500 Value ETF were worth $3,170,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. LexAurum Advisors LLC boosted its holdings in shares of iShares S&P 500 Value ETF by 47.2% during the 4th quarter. LexAurum Advisors LLC now owns 3,846 shares of the company’s stock worth $734,000 after purchasing an additional 1,233 shares during the last quarter. Financial Synergies Wealth Advisors Inc. lifted its position in iShares S&P 500 Value ETF by 0.6% during the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 28,709 shares of the company’s stock worth $5,480,000 after buying an additional 160 shares in the last quarter. DAVENPORT & Co LLC boosted its stake in iShares S&P 500 Value ETF by 10.9% during the fourth quarter. DAVENPORT & Co LLC now owns 3,783 shares of the company’s stock worth $722,000 after buying an additional 372 shares during the last quarter. Equitable Trust Co. purchased a new stake in iShares S&P 500 Value ETF in the 4th quarter valued at $5,806,000. Finally, EP Wealth Advisors LLC increased its stake in shares of iShares S&P 500 Value ETF by 3.6% in the 3rd quarter. EP Wealth Advisors LLC now owns 40,055 shares of the company’s stock worth $7,898,000 after acquiring an additional 1,387 shares during the last quarter.

iShares S&P 500 Value ETF Price Performance

NYSEARCA:IVE opened at $198.47 on Friday. The company’s 50-day moving average is $194.17 and its two-hundred day moving average is $195.65. The firm has a market capitalization of $36.20 billion, a price-to-earnings ratio of 22.47 and a beta of 0.95. iShares S&P 500 Value ETF has a 1-year low of $176.09 and a 1-year high of $206.63.

About iShares S&P 500 Value ETF

iShares S&P 500 Value ETF (the Fund), formerly iShares S&P 500 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 500 Value Index (the Index). The Index measures the performance of the large-capitalization value sector of the United States equity market and consists of those stocks in the S&P 500 exhibiting the strongest value characteristics.